Summary: Accurately and efficiently processes and records routine transactions 
for members including cashing checks, accepting deposits and withdrawals, 
processing loan payments and money transfers. Promotes and advises on the 
credit union’s products and services.
Essential Duties and Responsibilities Include the Following:
Complies with and follows Bank Secrecy Act regulations.
Records all transactions promptly, accurately and in compliance with the 
credit union’s procedures.
Ensures compliance with all internal controls and established policies.
Posts transactions to member accounts accurately and maintains member 
records/confidentiality.
Cash handling - deposits and withdrawals. Verifies for counterfeit currency.
Identifies members, validates and cashes checks.
Accepts checks and cash for deposit, checks the deposit slip for accuracy 
and verifies checks for authenticity and negotiability.
Performs service for members such as ordering loan coupons, checks, 
prepares cashier’s checks, temporary checks, and issues 
ATM/Debit cards.
Places holds on accounts in accordance with credit union policy and 
procedure.
Receives and verifies loan and VISA payments, and completes transfer
vouchers and any potential fees.
Receives and processes night and mail deposits
Verifies ATM machines are free from tampering, processes deposits and 
settles the ATM.
Explains and promotes credit union products and services to members.
Attempts to resolve any issues and problems with member accounts.
Processes daily totals and balances currency, coin, and checks in cash 
drawer. Proves out at the end of the day.
Assists with opening and closing the branch by following the credit union’s 
procedures.
Other duties may be assigned.